Manage payments

Use payments data tables to view, manage, and maintain all payments information.

A segment is a filtered view of a data set. To view filters that are applied to a segment: at the top of a billing table, click .

By default, payments data is organized into five segments:

• All transactions: Contains all transactions ( type is in credit , refund , sale , void , setup , authorize ).
• Credits: Contains credit transactions ( type is in credit ).
• Disputes: Contains disputed transactions ( is disputed is true ).
• Sales: Contains approved sale transactions ( type is in sale ).
• Voids and refunds: Contains voided and refunded transactions ( type is in void , refund ).

To add or manage segments, or to apply or edit filters on a segment, see Segments.

Payments interactions

This section describes all interactions that are available in payments data tables.

Add notes, attachments, or tags to a payments transaction

Use this process to add information to a payments transaction, or to tag a colleague or Rebilly support to get their input or help.

1. In the left navigation bar, click , then click Payments .
2. Select one of the following segments: All transactions , Credits , Disputes , Sales , or Voids and refunds .
3. In the Id column, click a transaction ID.
4. In the Timeline section, select from the following:
   • Tag an email address or Rebilly support:
     1. In the text input field, click .
     2. In the dropdown, select a user or Rebilly support, then press Return or Enter on your keyboard.
   • Add an attachment:
     1. In the text input field, click , select a file, then click Open or Attach .
     2. Enter a message, and press Return or Enter on your keyboard.
   • Add a link to a customer or transaction:
     1. In the text input field, click , in the dropdown, select Customers or Transactions .
     2. Select a transaction or customer, then press Return or Enter on your keyboard.
   • Add a note:
     1. Click in the text input field and write a message.
     2. Press Return or Enter on your keyboard.

Dispute an approved transaction

Use this process to dispute an approved transaction with the customer. Use this process to dispute an under payment. For more information, see Disputes and fraud.

1. In the left navigation bar, click , then click Payments .
2. Click All transactions or Sales .
3. In the Id column, click a transaction ID.
4. In the top right of the page, click Dispute , complete the form, then click Save dispute .

Export payments table data as a CSV file

Use this process to export data that is contained in a data tables segment to a CSV file.

1. In the left navigation bar, click , then click Payments .
2. Select one of the following segments: All transactions , Credits , Disputes , Sales , or Voids and refunds .
3. In the top right of the page, click Export , then click Export as CSV . When the reported is generated, a notification is displayed in the left navigation bar.
4. In the left navigation bar, click , then click the file to download.

Inspect a payment gateway transaction

Use this process to inspect, or troubleshoot, payment gateway requests and responses that relate to a payment transaction.

1. In the left navigation bar, click , then click Payments .
2. Select one of the following segments: Credits , Disputes , Sales , or Voids and refunds .
3. In the Id column, click a transaction ID.
4. In the Timeline section, click a transaction item. Payment gateway transaction information is displayed.
5. In the expanded transaction item, inspect the Original message and Original code fields. For more information, see Payment gateway response codes and messages .

Troubleshooting options

Use these troubleshooting options together with the steps described in the Inspect a payment gateway transaction section.

• To share a transaction log with a third party provider: In the Timeline , on the right of transaction, click .
  Note : Only the PAN, CVV, and secret authentication keys are redacted.
• To view application requests that are related to a transaction: In the top middle of the page, click API logs , then on the right of a log, click .
  To filter logs, click . To add more than one filter, click Add filter .
• To receive notifications on payment discrepancies, subscribe to the following webhooks:
  • Transaction discrepancy found .
  • Transaction amount discrepancy found .
    For more information, see webhooks .

Query a payment gateway

Use this feature to check for discrepancies between a payment gateway that processed a specific payment and the amount the customer paid. If a discrepancy is found, use this feature to resolve it.

1. In the left navigation bar, click , then click Payments .
2. Click All transactions or Sales .
3. In the Id column, click an approved transaction ID.
4. In the top right of the page, click Query gateway . View discrepancies, then click Update or Cancel .

Refund an approved transaction

Use this process to complete, a full or partial, refund for a processed transaction.

1. In the left navigation bar, click , then click Payments .
2. Click All transactions or Sales .
3. In the Id column, click a transaction ID.
4. In the top right of the page, Click Refund , enter the fund amount, then click Apply .

Refund one or more approved transactions

Use this process to complete a full refund for one or more processed transactions.

1. In the left navigation bar, click , then click Payments .
2. Click Sales .
3. On the left of the transactions in the table, select one or more checkboxes, then click Refund selected items .

View payments activity

Use this process to view activity related to a specific payments transaction. The timeline displays activity by date and time.

1. In the left navigation bar, click , then click Payments .
2. Select one of the following segments: All transactions , Credits , Disputes , Sales , or Voids and refunds .
3. In the top of the page, click Timeline .
4. Optionally, to view detailed activity information, on the right of an activity, click .

View payment transaction details

Use this process to view transaction details, such as: transaction result and type, payment instrument information, customer information, transaction risk analysis, and related webhook or API logs.

1. In the left navigation bar, click , then click Payments .
2. Select one of the following segments: All transactions , Credits , Disputes , Sales , or Voids and refunds .
3. In the Id column, click a transaction ID.
4. Select from the following:
   • View transaction result and type: In the top left of the page, to the right of the amount, view the transaction result and type. For more information, see Type and Result .
   • View payment instrument: In the top middle of the page, under Payment instrument , view payment instrument information.
   • View transaction risk analysis: In the left of the page, in the Risk Analysis section, view the risk information.
   • View customer information: In the left of the page, view customer and billing information.
   • View related webhook or API logs: click Webhook logs or API logs . For more information on logs, see Manage logs .
   • View related invoices or transactions: In the left of the page, view the Related invoices and Related transactions sections.

View payments reports

Use this process to view interactive reports on all payment transactions over a period of time. For more information, see Payment report.

1. In the left navigation bar, click , then click Payments .
2. Select one of the following segments: All transactions , Credits , Disputes , Sales , or Voids and refunds .
3. In the top right of the table, click .

View parent transactions

Use this process to view the parent transactions that relate to a voided or refunded payment transaction.

1. In the left navigation bar, click , then click Payments .
2. Click Voids and refunds .
3. In the Parent transaction column, click a transaction number.

View related invoices

Use this process to view invoices that are related to a payments transaction.

1. In the left navigation bar, click , then click Payments .
2. Select one of the following segments: All transactions , Credits , Disputes , Sales , or Voids and refunds .
3. In the Id column, click a transaction number.
4. In left of the page, in the Related invoices section, click an invoice.

View transaction details

Use this process to view detailed payments transaction information.

1. In the left navigation bar, click , then click Payments .
2. Select one of the following segments: All transactions , Credits , Disputes , Sales , or Voids and refunds .
3. In the Id column, click a transaction ID.
4. In left of the page, in the Transaction details section, view transaction details.
5. Optionally, to view more detail on the transaction, click Show more .

View transaction logs

Use this process to view webhook or API logs that relate to a specific payments transaction. For more information on webhooks and API logs, see Manage logs

1. In the left navigation bar, click , then click Payments .
2. Select one of the following segments: All transactions , Credits , Disputes , Sales , or Voids and refunds .
3. In the Id column, click a transaction ID.
4. Click Webhooks logs or API logs .
5. Optionally, to filter logs, click .
   To add more than one filter, click Add filter .

View transaction risk analysis

Use this process to view risk analysis details for a specific payments transaction.

1. In the left navigation bar, click , then click Payments .
2. Select one of the following segments: All transactions , Credits , Disputes , Sales , or Voids and refunds .
3. In the Id column, click a transaction ID.
4. In the left of the page, in the Risk analysis section, view transaction risk analysis information.
5. Optionally, to view detailed risk analysis information, click Show complete analysis .

Related topics

• Customize tables
• Manage logs
• Manage billing
• Manage payments
• Segments